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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2026
Neumann Capital Management
California
$233K -$49.1K -1,438 -18%
CSA
2027
Cottage Street Advisors
Massachusetts
$233K – – –
NQWM
2028
Northwest Quadrant Wealth Management
Oregon
$233K +$1.4K +41 +0.6%
PP
2029
PDS Planning
Ohio
$232K +$239 +7 +0.1%
CAM
2030
Concorde Asset Management
Michigan
$232K +$231K +6,747 New
WC
2031
Weil Company
California
$230K +$228K +6,670 New
EBSAM
2032
Eubel Brady & Suttman Asset Management
Ohio
$229K -$273 -8 -0.1%
RWMH
2033
Riverpoint Wealth Management Holdings
Illinois
$229K +$227K +6,655 New
TFF
2034
The Family Firm
Maryland
$228K -$25.9K -759 -10%
ATIA
2035
American Trust Investment Advisors
New Hampshire
$228K – – –
BCM
2036
Blume Capital Management
California
$228K – – –
PFA
2037
Paradigm Financial Advisors
Missouri
$228K +$239 +7 +0.1%
HCA
2038
Horan Capital Advisors
Ohio
$227K -$63K -1,844 -22%
TW
2039
Towerpoint Wealth
California
$226K -$6.49K -190 -3%
TCM
2040
Tufton Capital Management
Maryland
$226K -$3.59K -105 -2%
SGI
2041
Summit Global Investments
Utah
$225K -$7.34M -214,829 -97%
ACG
2042
Allen Capital Group
Nebraska
$225K -$74.7K -2,186 -25%
RVPG
2043
Relative Value Partners Group
$225K -$18K -527 -7%
OKSA
2044
O'Keefe Stevens Advisory
New York
$224K -$5.43K -159 -2%
DWM
2045
Dynasty Wealth Management
Florida
$224K -$1.67K -49 -0.7%
TI
2046
Truepoint Inc
Ohio
$224K +$222K +6,503 New
PCMK
2047
Paragon Capital Management (Kansas)
Kansas
$221K -$191K -5,578 -62%
FMP
2048
Financial Management Professionals
Texas
$221K +$72K +2,108 +49%
CCP
2049
Cardan Capital Partners
Colorado
$220K -$98.4K -2,880 -31%
RW
2050
REDW Wealth
New Mexico
$219K +$308 +9 +0.1%
80 81
82
83 84